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Copia Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Copia Wealth Management’s Portfolio EFV Stock Details EFV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$384K Sell
6,048
-334
-5% -$21.2K 0.32% 63
2025
Q1 		$376K Buy
6,382
+223
+4% +$13.1K 0.35% 55
2024
Q4 		$323K Buy
+6,159
New +$323K 0.31% 65